PROJECT MANAGEMENT INSTITUTE DALLA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

NATALIA FISHER

Phone

4077560700

Tax Period

2024-01-01 to 2024-12-31

PROJECT MANAGEMENT INSTITUTE DALLAS CHAPTER, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $220K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 22% operating margin.

Mission

TO SUPPORT THE GROWTH AND DEVELOPMENT OF PROJECT MANAGEMENT PRACTITIONERS WHILE BUILDING AWARENESS OF THE DISCIPLINE AND ITS CRITICAL ROLE IN BUSINESS AND ORGANIZATION SUCCESS.

Program Service Accomplishments

Program 1

PMI DALLAS CONDUCTED MONTHLY DINNER MEETINGS, BI-MONTHLY BREAKFAST MEETINGS, MONTHLY LUNCH AND LEARN MEETINGS AND SOCIAL HOUR EVENTS. EACH MEETING PROVIDED MEMBERS AND GUESTS OPPORTUNITIES TO NETWORK WITH OTHERS IN THEIR FIELD AS WELL AS ENHANCE PROJECT MANAGEMENT SKILLS. SOME OF THE MEETINGS INCLUDE PRESENTATIONS BY GUEST SPEAKERS KNOWN TO BE SPECIALISTS IN PROJECT MANAGEMENT, WITH TOPICS THOUGHTFULLY CURATED BY DEDICATED CHAPTER VOLUNTEERS. THE ORGANIZATION HOSTED 36 EVENTS IN 2024 WITH ABOUT 5,550 ATTENDEES.

Program 2

PMI DALLAS PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS TO PREPARE MEMBERS TO ATTAIN AND MAINTAIN CERTIFICATIONS THROUGH THE PROJECT MANAGEMENT INSTITUTE. THE CHAPTER OFFERS VARIOUS PROFESSIONAL...

PMI DALLAS PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS TO PREPARE MEMBERS TO ATTAIN AND MAINTAIN CERTIFICATIONS THROUGH THE PROJECT MANAGEMENT INSTITUTE. THE CHAPTER OFFERS VARIOUS PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO ITS MEMBERS. IN 2024, SCHOLARSHIPS WERE PROVIDED FOR 10 MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $198,864

Investment Income $11,137

Other Revenue $0

TOTAL REVENUE $220,001

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $167,274

TOTAL EXPENSES $172,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,001	$203,446	+0.1%
Expenses	$172,274	$195,364	-0.1%
Net Income	$47,727	$8,082	+4.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

180

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIA FISHER	PRESIDENT/DI	1.00	Officer Director	$0	$0	$0
JOEL HERNANDEZ	VP COMMUNICA	1.00	Officer Director	$0	$0	$0
DEVAN M RUIZ	VP MEMBERSHI	1.00	Officer Director	$0	$0	$0
DARRELL WINCHELL	VP PROF DEVE	1.00	Officer Director	$0	$0	$0
ZOLTAN CSERNI	VP FINANCE	1.00	Officer Director	$0	$0	$0
PATRICIA CHOWDHURY	VP PROGRAMS	1.00	Officer Director	$0	$0	$0
WILLIAM BALCH	VP MARKETING	1.00	Officer Director	$0	$0	$0
MARK WETTREICH	VP EDUCATION	1.00	Officer Director	$0	$0	$0
ELAINE LEE	VP OPERATION	1.00	Officer Director	$0	$0	$0
KIMIA PENTON	VP APP PROJ	1.00	Officer Director	$0	$0	$0
MEI LIN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
MARY SPIAGOI REED	VP EDUCATION	1.00	Officer Director	$0	$0	$0
SHARON HARRIS	VP PROFESSIO	1.00	Officer Director	$0	$0	$0
DALLAS ESHELMAN	VP COMMUNICA	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$220,001	$172,274	$571,888	$47,727
2023	$203,446	$195,364	$513,088	$8,082
2022	$150,891	$164,110	$507,174	$-13,219
2021	$109,419	$52,023	$518,086	$57,396
2020	$141,931	$105,310	$435,659	$36,621
2019	$194,048	$173,493	$418,061	$20,555
2018	$203,280	$163,072	$382,075	$40,208

PROJECT MANAGEMENT INSTITUTE DALLAS CHAPTER